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Wertefolio

Holmes

Last Login: 03/29/2024


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+89.9%
since 7/12/2017

+10.0%
Ø-Perf. per year

+7.9%
Performance (1yr)

5.1%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

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Trading Idea

Durch eine breite Streuung in verschiedene Anlageklassen sollen in diesem Wikifolio langfristig Erträge erwirtschaftet werden. Dabei werden Risiko und Chance in ein ausgewogenes Verhältnis gestellt. Es soll ein ausgewogener Mix aus Rohstoffen, Aktien und Fonds genutzt werden, um Marktrisiken möglichst niedrig zu halten. Für die Auswahl der Positionen werden Nachrichten, Fundamentaldaten und das Chartbild herangezogen.

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Master data

Symbol

WFRAM30201

Date created

07/12/2017

Index level

-

High watermark

189.1

Investment Universe

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